Financial Consultant
2 weeks ago
About SideRamp
SideRamp allows professionals to engage with part-time opportunities in the gig economy, offering a centralized platform that manages high-quality, flexible side gigs. We focus on connecting our users to various freelance and part-time work—from discovering opportunities to streamlining the application process.
Financial ConsultantWe are partnering with a finance firm that is seeking a Financial Consultant for part-time, project-based assignments. Your primary role will involve providing expert financial advice and analysis.
ClientThe client is a reputable financial services company based in [Location] specializing in [specific financial services area].
Description
As a Financial Consultant, you will be responsible for offering tailored financial guidance and strategies. You will collaborate with clients and internal teams to ensure sound financial decision-making.
Responsibilities
Conduct in-depth financial analysis and develop personalized financial plans
Provide recommendations on investments, savings, and risk management
Assist clients in tax planning and retirement strategies
Offer expertise on insurance options and estate planning
Collaborate with legal and accounting professionals for comprehensive client solutions
Requirements
Proven experience as a Financial Consultant or similar role
Strong knowledge of investment strategies, financial markets, and regulations
Excellent communication and interpersonal skills
Bachelor’s degree in Finance, Economics, or related field
Certifications such as CFA or CFP are a plus
Note: Job descriptions may have been edited from their original format to ensure fair hiring standards along with consistent formats across all postings. Salary information is not guaranteed and many estimates are based on a yearly, full-time salary. This system can make mistakes. #LI-remote
-
Senior Financial Consultant
1 week ago
Wappingers Falls, New York, United States Kestra Financial Independent Advisor Full timePosition OverviewThe Senior Financial Consultant plays a pivotal role in driving business growth, nurturing client relationships, and delivering tailored investment guidance. Key Responsibilities1. Establish and expand client relationships and sales channels.2. Enhance and uphold the firm's reputation within the community and among referral partners.3....
-
Financial Consultant
6 days ago
New York, United States SideRamp Part timeJob DescriptionJob DescriptionAbout SideRampSideRamp allows professionals to engage with part-time opportunities in the gig economy, offering a centralized platform that manages high-quality, flexible side gigs. We focus on connecting our users to various freelance and part-time work—from discovering opportunities to streamlining the application process....
-
Financial Consultant
2 weeks ago
New London, United States Meron Financial Agency Full time $150,000 - $200,000Job DescriptionJob DescriptionCompany Overview:Join Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a dynamic team of experts and a client-centric approach, we offer unparalleled opportunities for growth and success.Are you passionate and eager to make a meaningful impact on...
-
Financial Consultant
1 month ago
New London, United States Meron Financial Agency Full timeJob DescriptionJob DescriptionCompany Overview:Join Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a dynamic team of experts and a client-centric approach, we offer unparalleled opportunities for growth and success.Are you passionate and eager to make a meaningful impact on...
-
Financial Consultant
3 days ago
New York, New York, United States Fidelity TalentSource LLC Full timeJob Overview:Fidelity TalentSource LLC is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals by providing personalized investment planning and wealth management services.Key Responsibilities:Build and maintain strong relationships with clients...
-
Senior Financial Consultant
2 weeks ago
Red Bank, New Jersey, United States Integrated Financial Concepts Full timeJob Title: Senior Financial ConsultantCompany: Integrated Financial ConceptsThis role is designed for seasoned financial professionals who are eager to utilize their mentorship abilities to guide and support emerging agents in achieving their goals. With a wealth of client appointments and our robust marketing initiatives, we believe you can enhance your...
-
Sales and Financial Consultant
5 days ago
New York, New York, United States sulekha Full timeJob Title: Financial Sales ConsultantAbout the Role:We are seeking a highly skilled Financial Sales Consultant to join our team at Sulekha. As a Financial Sales Consultant, you will be responsible for driving sales growth and revenue expansion through strategic partnerships and business development initiatives.Key Responsibilities:Develop and execute sales...
-
Senior Financial Consultant
2 weeks ago
New York, New York, United States SAE & Associates, LLC Full timeJob OverviewSAE & Associates, LLC is on the lookout for a Senior Financial Consultant with a strong background in behavioral health finance and budgetary analysis. Our firm specializes in providing consulting services to non-profit organizations in the healthcare and social services sectors.Consultation SummaryThe Consultant will be responsible for...
-
Certified Financial Consultant
2 weeks ago
New Haven, Connecticut, United States National Financial Network Full timePosition OverviewAs a Certified Financial Consultant, you will engage with individuals and enterprises within your community, offering access to a range of financial products and services designed to safeguard their assets, enhance their understanding of financial matters, and facilitate wealth accumulation for the future.This role provides a unique...
-
Financial Services Consultant
5 months ago
New York, United States H2 Talent Full timeWe're seeking passionate and experienced Cannabis Finance Consultants to collaborate with multiple clients across the US. This is an exciting opportunity to contribute your expertise to various cultivation projects and help shape the success of our industry in the rapidly evolving cannabis market.Responsibilities:Partner with cannabis clients nationwide to...
-
Senior Financial Consultant
1 month ago
New York, United States augmentjobs Full timeJob DescriptionJob DescriptionJob Summary:We are seeking an experienced and highly motivated Senior Financial Consultant to join our team. The ideal candidate will have a strong background in financial analysis, strategic planning, and client advisory services. This role requires expertise in financial modeling, investment strategies, and risk management. As...
-
Financial Analyst Consultant
1 month ago
New York, United States SideRamp Full timeJob DescriptionJob DescriptionAbout SideRampSideRamp allows professionals to engage with part-time opportunities in the gig economy, offering a centralized platform that manages high-quality, flexible side gigs. We focus on connecting our users to various freelance and part-time work—from discovering opportunities to streamlining the application process....
-
Workday Financials Consultant
3 weeks ago
New York, United States Hale International Full timeWorkday Financials Implementation Consultant – 9 Month ContractHale International is excited to partner exclusively with a leading healthcare client preparing to implement Workday Financials. We are seeking a highly skilled Workday Financials Implementation Consultant for a 9-month contract, offering a unique opportunity to lead and influence a critical...
-
Financial Consultant
4 weeks ago
New York, United States Northwestern Mutual - Madison Ave Full timeJob DescriptionJob DescriptionAre you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a...
-
Financial Services Consultant
2 weeks ago
New York, New York, United States New York Life Full timeNew York Life - Financial Services ConsultantNew York Life Insurance Company offers a diverse array of insurance and investment solutions, including life insurance, long-term care policies, mutual funds, and group disability coverage.Key Responsibilities:Assess clients' financial situations and objectivesGuide clients in strategic financial planningDesign...
-
Financial Sales Consultant
2 weeks ago
New York, New York, United States tep Full timeSales Consultant with Fast-Track Management Opportunity Are you prepared to transform your sales acumen into a fulfilling management career? Join us in a unique collaboration with a distinguished national financial organization as we seek exceptional sales professionals ready to embrace leadership roles. In this Fast-Track Management Opportunity, you will...
-
Lead Financial Consultant
1 week ago
New York, New York, United States Avior Executive Search, Inc Full timeFull-Time Lead Financial Consultant Avior Executive Search, Inc. is on the lookout for experienced Lead Financial Consultants to enhance our team of high-performing financial professionals. The successful candidate will possess a robust knowledge of wealth management and be adept at delivering holistic financial solutions to clients. Key Responsibilities:...
-
Financial Strategy Consultant
1 month ago
New York, United States SideRamp Full timeJob DescriptionJob DescriptionAbout SideRampSideRamp allows professionals to engage with part-time opportunities in the gig economy, offering a centralized platform that manages high-quality, flexible side gigs. We focus on connecting our users to various freelance and part-time work—from discovering opportunities to streamlining the application process....
-
Financial Tax Consultant
2 weeks ago
New York, New York, United States Phyton Talent Advisors Full timePhyton Talent Advisors is currently seeking a Financial Tax Consultant to join a prestigious Global Financial Services firm.Key Responsibilities:Oversee and coordinate multiple projects and workflows with precision and thoroughness.Evaluate data and construct financial models to support strategic decision-making.Conduct economic, financial, and accounting...
-
Financial Services Consultant
4 days ago
New York, New York, United States FTI Consulting Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Services Consultant to join our team at FTI Consulting. As a key member of our Financial Services practice, you will be responsible for providing expert advice and guidance to our clients on complex financial services matters.Key ResponsibilitiesPerform and supervise day-to-day...